Purchases and Sales Made in Q3 2023 in Ishares Treasury Floating Rate (TFLO)
This table provides information about the institutional ownership of Ishares Treasury Floating Rate (TFLO) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TREASURY FLOATING RATE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
8.7K+ 75.69% |
$439K - $442K
|
20.2K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
8.6KNew |
$434K - $436K
|
8.6K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.42KNew |
$425K - $427K
|
8.42K
$425K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.24K+ 1.93% |
$416K - $418K
|
435K
$22M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
8.22K+ 3.15% |
$415K - $417K
|
269K
$13.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
8.13K+ 3.43% |
$410K - $412K
|
245K
$12.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8KNew |
$404K - $406K
|
8K
$404K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
7.96KNew |
$402K - $404K
|
7.96K
$402K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
7.55KNew |
$381K - $383K
|
7.55K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.5KNew |
$378K - $381K
|
7.5K
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.42K+ 30.86% |
$375K - $377K
|
31.5K
$1.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.37KNew |
$372K - $374K
|
7.37K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.15KNew |
$361K - $363K
|
7.15K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.97KNew |
$352K - $354K
|
6.97K
$352K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.95KNew |
$351K - $352K
|
6.95K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
6.84KNew |
$345K - $347K
|
6.84K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
6.6KNew |
$333K - $335K
|
6.6K
$333K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.47KNew |
$326K - $328K
|
6.47K
$327K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.41KNew |
$324K - $325K
|
6.41K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.38KNew |
$322K - $324K
|
6.38K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.35KNew |
$320K - $322K
|
6.35K
$321K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6.34KNew |
$320K - $322K
|
6.34K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 65.93% |
$319K - $321K
|
15.9K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.2KNew |
$313K - $314K
|
6.2K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
6.16KNew |
$311K - $313K
|
6.16K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.16KNew |
$311K - $312K
|
6.16K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.15KNew |
$311K - $312K
|
6.15K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.03KNew |
$304K - $306K
|
6.03K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6KNew |
$303K - $304K
|
6K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.84KNew |
$294K - $296K
|
5.84K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.83KNew |
$294K - $296K
|
5.83K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.79KNew |
$292K - $294K
|
5.79K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.76K+ 19.19% |
$291K - $292K
|
35.8K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.75KNew |
$290K - $292K
|
5.75K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.7KNew |
$288K - $289K
|
5.7K
$288K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.7K+ 55.31% |
$287K - $289K
|
16K
$808K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.65KNew |
$285K - $287K
|
5.65K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.58KNew |
$281K - $283K
|
5.58K
$282K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.51K+ 16.94% |
$278K - $280K
|
38.1K
$1.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.4KNew |
$272K - $274K
|
5.4K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.09KNew |
$257K - $258K
|
5.09K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5KNew |
$252K - $254K
|
5K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
4.96KNew |
$250K - $252K
|
4.96K
$251K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.71K+ 81.69% |
$238K - $239K
|
10.5K
$529K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.64KNew |
$234K - $235K
|
4.64K
$234K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.55KNew |
$229K - $231K
|
4.55K
$230K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.53K+ 21.25% |
$229K - $230K
|
25.8K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.48KNew |
$226K - $227K
|
4.48K
$226K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4.39KNew |
$222K - $223K
|
4.39K
$222K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.35KNew |
$219K - $221K
|
4.35K
$220K
|